Lesley King rounds up the latest developments in the world of private client, including an application under the Variation of Trusts Act, and a will in favour of a long-term carer being overturned by disappointed relatives.
Lesley King discusses two new important pieces of OPG guidance, and an interesting – and somewhat surprising – case on maintenance under the Inheritance Act 1975
Roman Kubiak takes a look at some more notable recent cases in the contentious trusts and probate field that you may have missed.
Roman Kubiak, partner in the Contested Wills, Trusts and Estates team at Hugh James, takes a look at some of the most notable cases in the contentious trusts and probate field over the last few months.
Two very different matters this month: I discuss an application to dispense with service of an application to make a statutory will on a person who was entitled to a half share in P’s estate and would be disinherited by the proposed will; and new ’downsizing’ provisions in the Finance Bill 2016 that ensure that the residence nil-rate band for inheritance tax will continue to be available when an individual downsizes or ceases to own a home.
Leading commercial mediator Andrew Hildebrand explains how mediation can be used effectively to manage private client disputes
Lesley King comments on HMRC’s long-awaited follow-up to last year’s consultation on the extension to DOTAS to inheritance tax
Roman Kubiak, partner at Hugh James, takes a look at some of the most notable cases in the contentious trusts and probate field over the last few months.
Lesley King discusses Blades v Isaac & Alexander  EWHC 601 (Ch), which raises some some interesting points on the role of executors and trustees of discretionary trusts.
Lesley discusses a recent First-tier Tribunal which saw executors who had chosen to administer an estate without professional advice left with personal liability for an income tax bill that they were unable to settle from the estate